Compare AU
Compare INCM vs. QOZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Global Income Leaders ETF (INCM) and the BetaShares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | QOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 49 |
Median incremental investment | $1,293.46 | $1,143.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $2,354.70 |
Average age group | > 35 | > 35 |
Key Summary
INCM | QOZ | |
---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 656.55m in AUM and 192 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | AT&T INC (2.58 %) VERIZON COMMUNICATIONS INC (2.28 %) BRISTOL-MYERS SQUIBB CO (2.09 %) | BHP GROUP LTD (10.27 %) COMMONWEALTH BANK OF AUSTRALIA (9.08 %) WESTPAC BANKING CORP (6.92 %) |
Top 3 industries | Other (29.39 %) Utilities (23.27 %) Financials (11.57 %) | Financials (37.42 %) Materials (21.74 %) Real Estate (6.48 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.45 % | 0.4 % |
Key Summary
INCM | QOZ | |
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Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.4 % |
Price | $18.88 | $16.70 |
Size | $40.687 million | $672.154 million |
10Y return | N/A | 27.38 % |
Annual distribution yield (5Y) | 4.16 % | 6.60 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | QOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 49 |
Median incremental investment | $1,293.46 | $1,143.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,814.40 | $2,354.70 |
Average age group | > 35 | > 35 |
Pros and Cons
INCM | QOZ | |
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Pros |
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Cons |
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INCM | QOZ |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |